Wholesale funds paying annual distributions
Funds whose IM/PDS specifies annual income distributions only.
4 funds match. Filter derived from Sonnet-extracted facts in each fund's manager-published IM, PDS or SIPO. Verify each fund's current source document before relying on these values.
- semi-annually
Devon Alpha Fund (Wholesale)
Devon Funds Management · Listed Equities
Active long/short Australasian equities fund seeking absolute returns. Wholesale version for investors with $10M+.
- semi-annually
Devon Australian Fund (Wholesale)
Devon Funds Management · Listed Equities
Concentrated portfolio of quality Australian equities with strong cash flows and growth prospects. Wholesale version for investors with $10M+.
- semi-annually
Devon Sustainability Fund (Wholesale)
Devon Funds Management · Listed Equities
ESG-focused Australasian equities fund. Devon is a RIAA Responsible Investment Leader. Wholesale version for investors with $10M+.
- semi-annually
Devon Trans-Tasman Fund (Wholesale)
Devon Funds Management · Listed Equities
Award-winning fund investing across NZ and Australian equities. Fund Manager of the Year: Domestic Equities 2024. Wholesale version for investors with $10M+.
Other facts-based views
- Wholesale funds with monthly redemption
- Wholesale funds with quarterly redemption
- Wholesale funds with annual redemption
- Closed-end funds with capital returned at exit
- Wholesale funds with minimum under $25,000
- Wholesale funds with minimum under $50,000
- Wholesale funds with minimum under $100,000
- Institutional-tier funds (minimum $250,000+)
Information only — not financial advice (FMCA s23 / Schedule 1)
Filtered directory listing. Wholesale Investor NZ does not vet, verify, endorse, recommend or rank any fund for any individual's circumstances. Filter values are derived from facts extracted by Claude Sonnet from each fund's manager-published IM/PDS/SIPO — verify against the current source document before relying on any value. Past performance does not guarantee future results. Wholesale-class funds are for Schedule 1 FMCA 2013 eligible investors only. Seek advice from an authorised financial adviser before making any investment decision.